Tax preparation service in Lindenhurst, NY (show on map)
4.7
★★★★★
152 reviews
Straight Tax provides virtual tax preparation, accounting, and business advisory services for individuals and small businesses, offering personalized financial solutions with top-notch customer support.
Straight Tax is a New York-based virtual business and financial services provider that finds its roots starting early on in the retail tax industry now pivoting to being able to serve thousands of Americans nationwide. Since our inception, Straight Tax has adopted excellence as its quality standard to set the industry standard for Virtual accounting & financial services.
While serving as a leader, Straight tax feels and understands its part to the community as well. Straight Tax is a 100% Woman Owned Minority business and its mission is to pour back into the community not only where Straight Tax was founded but nationally being able to provide quality service solutions. Through the sponsorship of community events that range from giveaways to sporting tournaments, Straight Tax journey started in the Long Island area, and has now expanded to assist communities in several different organizations statewide. As an entrepreneur, our CEO Ms. Carmen Mohan started this journey to help the community by providing free financial literacy workshops and educating the community in various ways since 2013. Our main goal and mission is to now help other aspiring entrepreneurs bring their dreams to life and what that looks like managing your finances along the way. Generation wealth is our main objective.
100% Virtual Tax Office
Live professional assistance
Secure cloud document storage
Mobile app access
Woman-Owned Minority Business
Services
Virtual Tax Preparation
File your tax return expediently and confidently from anywhere and at anytime that is convenient for you.
Take your business to the next level with our smart and experienced Business Advisory services ready to back you at…
Business formation assistanceConsulting for growth strategiesAccounting integrationsIncome tax preparationLicensing and compliance supportBusiness funding consultingIRS/State correspondence assistance
Tax Debt Advocacy
We specialize in helping clients resolve tax debt issues with the IRS and state tax authorities.
Offer and compromise negotiationsInstallment agreement setupPenalty abatement requestsCollection protection strategies
Credentials & Certifications
Woman-Owned Minority Business
Financial Literacy Advocate
Reviews
Rating
4.7
★★★★★
Reviews
152
"To date, Straight Tax saved her $8,652 in IRS debt, interest, and penalties."
Frequently Asked Questions
Do you offer virtual tax preparation? +
Yes, Straight Tax offers virtual tax preparation services for all 50 states, allowing clients to securely upload documents via a secure portal.
What documents do I need to file my taxes? +
You need all income documents from January to December 31st of the tax year, your identification, and information about any dependents.
What documents should I receive from my employer? +
Nearly all employees receive a W-2 form. Self-employed individuals, such as independent contractors, receive a 1099-MISC form.
What documents do I need if I am unemployed? +
If you received unemployment benefits, you must claim them as income and pay taxes on them. You will receive a 1099-G form from the unemployment agency.
What documents do I need if I own a home? +
You need your mortgage statement (Form 1098) and any real estate tax documents for the year.
What documents do I need if I am self-employed? +
Self-employed individuals need their business tax ID information and tax filing receipts. They must file a Schedule C using IRS Form 1040 and may need to make quarterly estimated payments with Form 1040-ES.
What documents do I need if I am divorced? +
Change your W-4 through your employer for correct tax withholding, and file Form SS-5 with the Social Security Administration if your name has changed.
When is the deadline to file my taxes? +
The standard deadline is April 15 each year, but it may be extended to April 18 if April 15 falls on a weekend or holiday.